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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,414 | $54,380-45.9% | $68,509-57.1% | $59,633-50.7% |
| Participation rate | 96.0% | 70.2%+25.8pp | 74.7%+21.3pp | 68.7%+27.3pp |
| Annual return | -2.54% | 2.83%-5.4pp | 8.27%-10.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $378 | $2,643-85.7% | $3,382-88.8% | $3,192-88.1% |
| Admin fee / account holder | $406 | $3,885-89.6% | $5,275-92.3% | $4,297-90.6% |